Schedule your free
Exploratory phone call

Click here to see how we
can be of assistance.

Recent Posts
Just How Popular Is ESG Investing?

If you’ve been thinking about getting into socially responsible investing, also known as sustainable investing or impact investing, this refers to investing in those companies that prioritize environmental, social, and governance outcomes. Investments are therefore made with your unique consideration of human and environmental wellbeing in addition to economic returns. The principles of ESG investing

Read More

See more
Study Shows Most Americans Do Not Have Financial Advisors

Many people opt not to hire financial planners as they get closer to adulthood. In fact, a recent study completed by Northwestern Mutual shows that even though 6 in 10 Americans recognize they want to improve their financial planning overall, only around 1/3 will seek the help of a professional financial advisor.  Have you hired

Read More

See more
Do You Have an Asset Allocation Plan?

There are many different financial mistakes that could set you up for disasters in the future. Many people struggle to understand the basic concepts of financial planning or find these so overwhelming that they’re not sure how to step forward and cover all of their interests. Not having an asset allocation plan is a problem

Read More

See more

WHAT WE DO

We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.

Executives and Professionals

Shah total planning works with executives and professionals from leading companies to maximize executive benefit plans, conduct retirement and other scenario planning, implement tax planning strategies and analyze stock options, restricted shares and other employer stock plans. We also devise strategies for deferred compensation planning, manage variable income streams and maximize pension payouts.

Men and Women in Transition

For men and women in transition (for example, divorcees or widows), Shah Total Planning provides comprehensive financial support and planning. Specific services offered include analyzing the tax consequences of divorce settlements, cash flow and budgeting, real estate planning (for example, advice on selling a home or buying new property), second-marriage financial planning, long-term-care planning, end-of-life planning, and life insurance and long-term disability insurance planning.

Entrepreneurs and Business Owners

Shah Total Planning supports business owners and entrepreneurs through tax planning strategies, estate tax and distribution strategies, insurance needs analysis, cash management and succession planning. Other services offered include assistance with managing variable income and liquidity events, sudden money management and retirement planning, including maximizing owner/partner benefits as well as establishment and servicing of company retirement plans.

Pre-Retirees/Retirees

Shah Total Planning assists retirees with their full spectrum of financial needs. These include aligning retirement investments with overall goals, developing retirement income distribution strategies, helping clients understand their retirement payout options, creating Social Security maximization strategies, and providing estate tax and distribution planning, long-term-care planning and retirement scenario planning.

HOW WE HELP

Image placeholder

Competence

Financial Planning
Holistic Asset Integration
Investment Selection & Monitoring
Asset Allocation & Rebalancing
Risk Management
Generating Income Strategies
Tax/Estate Considerations
Specialized Expertise

Coaching

Education
Saving and Spending
Adherence to Plan and Goals
Set Realistic Expectations
Emotions, Biases and Stress
Objective Feedback
Trusted Second Opinion
Life/Business Transition

Convenience

Time Savings
Create Personalized Service
Coordinate Trusted Professionals
Integrated and Holistic View
Vendor Selection and Monitoring
Secure Technology

Continuity

Spouse Involvement
Joint Objectives
Children Engagement
Family Values
Multigenerational Planning
Legacy
Philanthropy

Our Process

Together, we can design, build, and protect a comprehensive, long-term plan that reflects what is most important to you — your values, needs, concerns, and hopes.

Why Me?

Neel Shah JD, CFP®,

Legal Expert | Tax Strategist | Financial Advisor |
Life Planner

ABOUT NEEL

Neel Shah has more than 20 years’ experience assisting clients in all aspects of wealth, estate and tax planning and is committed to preserving and growing his clients’ wealth. Neel is directly involved with investment management for our clients and manages the wealth individuals, families & business. He is also an experienced attorney in the fields of estate planning, business law, and tax law.

View Neel's profile page

News and Insights

Quarterly Economic Update

No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including Brexit and civil wars in the Middle East, the U.S. economy was ambushed by a silent and highly contagious virus.

Click here to download
Recent Posts
Just How Popular Is ESG Investing?

If you’ve been thinking about getting into socially responsible investing, also known as sustainable investing or impact investing, this refers to investing in those companies that prioritize environmental, social, and governance outcomes. Investments are therefore made with your unique consideration of human and environmental wellbeing in addition to economic returns. The principles of ESG investing

Read More

See more
Study Shows Most Americans Do Not Have Financial Advisors

Many people opt not to hire financial planners as they get closer to adulthood. In fact, a recent study completed by Northwestern Mutual shows that even though 6 in 10 Americans recognize they want to improve their financial planning overall, only around 1/3 will seek the help of a professional financial advisor.  Have you hired

Read More

See more
Do You Have an Asset Allocation Plan?

There are many different financial mistakes that could set you up for disasters in the future. Many people struggle to understand the basic concepts of financial planning or find these so overwhelming that they’re not sure how to step forward and cover all of their interests. Not having an asset allocation plan is a problem

Read More

See more